+47.2%
LH vs VLTO
+18.3%
+28.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.8% |
| 7D | +2.1% | +13.8% | -11.7% | -1.5% |
| 30D | +19.2% | +21.2% | -2.0% | +12.7% |
| 3M | +18.0% | +21.5% | -3.5% | +11.4% |
| 6M | +46.1% | +33.0% | +13.1% | +33.8% |
| YTD | +47.7% | +17.8% | +29.9% | +38.0% |
| 1Y | +47.2% | +18.1% | +29.1% | +37.3% |
| All | +47.2% | +18.3% | +28.9% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling